Saeculum Research

The world of strategic investing is crowded with models, theorems, and rules that all have one limitation: They assume an unchanging behavioral and institutional environment. When the environment shifts decisively along with the global mood, these rules no longer work. When that happens, confusion spreads and confidence ebbs. Both fund managers and owners may find themselves still playing by the rules of the “old normal” for no better reason than they can’t figure out where the “new normal” is going. At Saeculum Research, we explain to our clients how the rules are changing. We give them the confidence to design long-term investment strategies for a future that won’t be like the past. In effect, we explain to them the social and historical rules which govern changes in the economic and financial rules of the market. By focusing on demography, generations, and historical analogues, we grasp the big picture that others miss. Based on the pathbreaking and interdisciplinary work of author, economist, and historian Neil Howe, our analytical perspective enables you to stop running from the “new normal” and instead to embrace it—and profit from it.